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There are multiple threads with people near begging Xero to implement this. @Xero please. This is critically important, and a super basic function.
Like being able to mark Bills/invoices as "in dispute" if I may add

I honestly cannot believe that this isn't something you can do in Xero. It's not ground breaking stuff and, like others, would literally save me hours and hours of time!!

Please add this function asap. I'm unable to apply multiple refunds received to a single credit note from the bank reconciliation page. V time consuming to record each individual cash refund amount to the credit note then go back to the bank reconciliation page to reconcile.

Hi Xero, I've been asking for this to be done since we joined Xero in 2012. Will this ever be done??? The number of times that we get an email from Xero, saying it is not a priority at the moment and then they close this item, but never do anything.

PLEASE, PLEASE, PLEASE - sort this out.

Yes please ! We cannot either select CN on a bank reconciliation or on a Batch Payment.
Credit Notes are very difficult to deal on Xero specially when there are lots of them monthly....

Any update on this - would be extremely useful?

This -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961046-remittance-advice-show-all-credit-notes-and-invo

and this -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961307-invoice-bulk-allocation-of-credit-notes should also be merged as they essentially represents this exact same issue regarding how credits are handled in Xero.

Suggest this -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46426279-bills-toggle-whether-to-allocate-credit-notes be merged into this idea

And adding my 2 cents worth...

This is how Credit Notes are and always have been handled in the real world. Like a negative bill/invoice.

Instead of adding a whole seperate process of allocation, CR Notes are simply selected as one of the invoices/bills being paid, just with a negative balance.

Oh how I wish this was an option for handling CR Notes in Xero. You could ditch the whole CR Note API and just allow negative balances on invoices/bills. The only validation issue becomes preventing a numpty user from trying to generate a negative batch payment or receipt, which can use the same logic already used to prevent negative invoice/bills right now.

It is a far simpler and more practical methodology that aligns precisely with the real world process.

Totally Agree!

Allocating credit notes to often unrelated invoices (bills!) is illogical and unduly time consuming

Just let us use them through Find and Match!!!

Need this feature now!

Sadly a story that runs through so
many requests, often many years old and supported by hundreds of people.

It does make you ask “where does our subscription money go”? Certainly not on developments.

Hey Xero team,
This request is the 16th most voted feature. This is not being prioritised while other features with way less votes and currently being worked on.
Feels like there is a bit of lack of listening to your customers.

In practice I have just lost an hour adding credit notes manually to invoices, rather than going through a 5 min job through the find and match screen.

Please, can you push the feature up the product priority list?

This is a critical update that has been too long coming. Users need these Important updates dealt with instead of all the unnecessary redesign of features that are working satisfactorily

How is it possible that accounting software doesn't allow you to reconcile a customer refund on the bank statement directly to a credit note???? Why must you first process a "cash" (?) refund on every individual credit note? If you allowed one to bulk allocate "cash" refunds on all credit notes at once, that's one thing, but doing it individually is very time consuming. Do you even have accountants/bookkeepers advising your software "development" team? You've got so many gimmicky features, but so little essential ones, like putting creating credit notes up front. Why is it a search to find the create credit note button? Also, can you be more responsive??

Please add this feature! it's absolutely frustrating to do it individually.

Show credit notes as individual transactions so that they can be matched to customer remittance advices. Also allow cross referencing to original invoice if applicable. Not faff about offsetting credits to invoices before payment received

I've always assumed this was deliberately blocked for some reason. After a few years I can't think of a good one... This and batch fx bill payments are my top 2 feature additions - would make a huge difference.

Add the ability to record an over payment using the adjustment button when reconciling the bank statement.

I agree with Belinda :D No help unless you email and wait 10 days plus. No help with xero on here. Endless time consuming tabs and new reports that you will need to customise and save to be able to use and downright ugly. I always forget where I have to go to add a credit note as it is not on the dashboard. If you were to only use enter bills and invoices I think Xero is capable for that. For anything beyond that, it is time consuming. They could make it very easy to use but they have over complicated things. Like why have so many amount boxes? EG entering a bill. 1. total 2.unit price 3. amount/total. if the total does not match up with the unit you have to manually figure out which one to adjust because the total does not adjust. also Reconciling batch payments is a nightmare. Only been with xero for a year and thinking about moving back to myob.

#bUtThEfEaTuReS#

The guys in accountex Manchester were saying different thing. I was assured that this is a great idea and strange t hasn't been thought of. And if it makes everyone's life easier it will be looked into.